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Hedge Funds Similar to Roble, Belko & Company

13F Portfolio OverlapQ2 2026Roble, Belko & Company portfolio →
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Most similar hedge funds by 13F overlap

Roble, Belko & Company, Inc is an institutional investor managing $925M across 486 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Roble, Belko & Company are WEIK, PROVIDENT, CogentBlue Wealth Advisors, with shared positions in $TJX, $PNC, $AXP, $UPS, $GLW, $C. The full ranking of 25 similar funds is below.

#1WEIK CAPITAL MANAGEMENTActive
Some overlap · 3 shared positions
$TJX$PNC$AXP
$260M
93 positions
#2PROVIDENT TRUST COSmart money
Some overlap · 3 shared positions
$TJX$PNC$AXP
$4.8B
22 positions
#3CogentBlue Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$TJX$UPS$GLW
$175M
103 positions
#4Delta Accumulation, LLCActive
Some overlap · 3 shared positions
$TJX$C$PNC
$2.5B
156 positions
#5WestEnd Advisors, LLCActive
Some overlap · 3 shared positions
$TJX$QCOM$UPS
$4.5B
408 positions
#6Raab & Moskowitz Asset Management LLCPassive
Some overlap · 3 shared positions
$TJX$PNC$AXP
$497M
198 positions
#7Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$OKE$QCOM$MRSH$AXP
$467M
118 positions
#8JLB & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$TJX$MRSH$AXP
$748M
68 positions
#9GRIFFIN ASSET MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$TJX$DOV$C$QCOM$AXP
$949M
245 positions
#10Focused Investors LLCActive
Some overlap · 3 shared positions
$TJX$MRSH$AXP
$3.0B
23 positions
#11CINCINNATI FINANCIAL CORPActive
Some overlap · 5 shared positions
$TJX$DOV$QCOM$MRSH$AJG
$5.2B
56 positions
#12Tufton Capital ManagementPassive
Some overlap · 4 shared positions
$TJX$QCOM$UPS$GLW
$596M
127 positions
#13Cambridge Financial Group, Inc.Active
Some overlap · 3 shared positions
$TJX$OKE$C
$287M
33 positions
#14Arkfeld Wealth Strategies, L.L.C.Active
Some overlap · 3 shared positions
$TJX$UPS$OKE
$334M
119 positions
#15Rock Point Advisors, LLCPassive
Some overlap · 3 shared positions
$TJX$C$GLW
$409M
123 positions
#16Insight Inv LLCPassive
Some overlap · 6 shared positions
$TJX$C$QCOM$PNC$GLW$AXP
$212M
109 positions
#17Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 4 shared positions
$TJX$GLW$UPS$OKE
$204M
67 positions
#18McKinley Carter Wealth Services, Inc.Active
Some overlap · 3 shared positions
$TJX$DOV$C
$1.9B
322 positions
#19AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 3 shared positions
$TJX$C$MRSH
$1.6B
118 positions
#20Ameliora Wealth Management Ltd.Passive
Some overlap · 3 shared positions
$TJX$DOV$C
$337M
229 positions
#21Mandatum Life Insurance Co LtdSmart money
Some overlap · 3 shared positions
$TJX$C$QCOM
$540M
90 positions
#22South Street Advisors LLCActive
Some overlap · 3 shared positions
$TJX$OKE$QCOM
$769M
84 positions
#23SWP Investment Management LLCPassive
Some overlap · 4 shared positions
$TJX$C$PNC$AXP
$145M
43 positions
#24Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$TJX$C$UPS$GLW$AXP
$115M
89 positions
#25LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 3 shared positions
$TJX$OKE$QCOM
$248M
91 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.